DFX Intelligence

The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

R•••• M••••••••• C• L••

UnclassifiedNot hand-verified in 180 days· Menlo Park, CA

Unclassified, based in Menlo Park, CA.

Composed from this office's classification, location and record.

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

13F holdings: $331M
Last deployment: Aug 2024

Contact the team

1 export, up to 2 contact revealsMandate

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 23 Sep 2026, ••• Locked.

Readings, classification basis and verification15 observations · 1 sourceShow

UnclassifiedNot yet hand-verified1 people · 0 investments · 39 public positions · 3 events

Key claims on this profile have not been hand-verified in the last 180 days. Regulatory facts carry their filing dates; everything else is as of the date shown beside it.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 19% (medium value, unresolved; the most valuable missing fact is c••••ification)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Overview

show

Classification: Unclassified
Description: unknown
Headquarters: Menlo Park, CA
Office address: unknown
Business phone: unknown
Website: unknown
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $331M. These are different facts and are never added together.
Form 13F: $331M across 39 positions, quarter ended Jun 30, 2024. Long 13(f) securities only; never the whole portfolio.Fact

Team

1 people, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
A••••••• K• A•••••••	Chief Compliance Officer	Operations and finance	phone: ••• Locked (published by the subject, Aug 6, 2024)	sec.gov Fact

Office contact points

Office address: ••• Locked (published by the subject) sec.gov

Signals and timeline

1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

Sep 23, 2026Office discovered••• LockedDiscoveryInferencesec.gov

Investment mandate

show

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

No investments on the record yet, so nothing is observed.

Inferred (regulatory shape and team)

Nothing to infer from.

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

show

No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Fund and manager relationships

show

No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

39 positionsshow

Form 13F holdings

Top 39 positions of 39 for the quarter ended Jun 30, 2024; $331M shown of $331M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
V••••••• T•••• S•••• M••••• E••	COM	$123M	459,557	37.1%
V••••••• F••• D•••••••• M•••••• E••	COM	$53.1M	1,073,577	16.0%
V••••••• F••• E••••••• M•••••• E••	COM	$27.1M	618,166	8.2%
I•••••• M••• E••• I•••• E••	COM	$17.9M	227,962	5.4%
B•••••••• H••••••• ••••• B•	COM	$13.4M	32,969	4.0%
I•••••• C••• M••• E••• E••	COM	$13.4M	184,128	4.0%
I•••••• R•••••• 3••• I•••• E••	COM	$10.9M	35,325	3.3%
I•••••• D•• J•••• U••• R••• E••••• E••	COM	$10.8M	123,603	3.3%
S••••• U• B•••• M••••• E••	COM	$10.0M	158,967	3.0%
I•••••• C••• M••• E••••••• M•••••• E••	COM	$8.7M	162,246	2.6%

All 39 positionslargest value first

Issuer	Class	Value	Shares	Weight
B•••••••• H••••••• ••••• A•	COM	$6.1M	10	1.8%
V••••••• R••• E••	COM	$5.8M	68,859	1.7%
A•••• I•••	COM	$5.7M	26,902	1.7%
E••••••••• H•••••••• I•••	COM	$5.2M	166,705	1.6%
E••••• S••••• S••••• S••• F•••	COM	$3.9M	43,205	1.2%
V••••••• E••••• E••	COM	$2.3M	18,054	0.7%
P•••• T•••• R••••• E••	COM	$2.1M	23,097	0.6%
I•••••• R•••••• 1••• G•••••	COM	$1.3M	3,549	0.4%
I•••••• C•••• A•• S••••• R••• E••	COM	$1.2M	20,999	0.4%
S••• S•• G••••• N•••••• R•••••••• E••	COM	$1.1M	19,950	0.3%
I•••••• M••• E••••••• M•• I•••• E••	COM	$1.0M	24,604	0.3%
R• R•• I•••	COM	$1.0M	81,886	0.3%
I•••••• R•••••• 1••• V•••• I•••• F•••	COM	$992,000	5,685	0.3%
V••••••• H••••• C••• I•••• E••	COM	$805,000	3,025	0.2%
C•••••• C••••••••• ••••• A•	COM	$633,000	16,170	0.2%
I•••••• B••••••• U• A•••••••• B••• E••	COM	$546,000	5,620	0.2%
I•••••• N••••••• A••••••• M••• B••• E••	COM	$522,000	4,900	0.2%
G•••••• L••••••	COM	$483,000	15,004	0.1%
U•••••••• S••••• S••••• S••• F•••	COM	$472,000	6,923	0.1%
C•••••• S••••• U• R••• E••	COM	$342,000	17,118	0.1%
V••••••• I••••••••• T••••••••• I•••• F••• E••	COM	$332,000	575	0.1%
O•••• I••	COM	$264,000	3,235	0.1%
M•••••••• I•••	COM	$248,000	7,728	0.1%
J•••••• N••••••• I••	COM	$241,000	6,620	0.1%
A••••• C••• A••	COM	$241,000	350,000	0.1%
I•••••• M••• E••• G••••• E••	COM	$230,000	2,250	0.1%
M••••••••• I••• C• A•	COM	$109,000	24,489	0.0%
F••••• I•••	COM	$26,000	21,263	0.0%
D••••• C••• C••	COM	$17,000	13,425	0.0%

Real estate

show

No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

show

No co-investor on the record.

Independent sponsor relationships

show

No cited relationship to an independent sponsor.

Related entities

show

Sources and evidence

15show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 15 shown.

View all 15 observations

Fact	Value	Effective	Source	Class
Filing address	••• Locked	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	Non adviser filer	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-06-30	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-03-31	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	39	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	40	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$331M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$329M	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Menlo Park, CA	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Menlo Park, CA	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact

Not yet on record: direct investments, decision makers.